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Northwest Wealth Management’s AMES National ATLO Stock Holding History

Northwest Wealth Management’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,500
Closed -$41K – 137
2019
Q1 		$41K Buy
+1,500
New +$39.7K 0.03% 231

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Renaissance Technologies
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Northern Trust
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest Wealth Management's ATLO Position: Q2 2019 in Review

Northwest Wealth Management sold out of AMES National (ATLO) in Q2 2019, closing a stake of 1,500 shares — an estimated $41K sold.

Northwest Wealth Management first reported a position in ATLO in Q1 2019 and held it in 1 quarter. The position peaked at $41K in Q1 2019. 43 funds tracked by Wall St. Rank hold ATLO as of Q2 2019.

  • Northwest Wealth Management reported no remaining AMES National position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,500 AMES National shares in Q2 2019, an estimated $41K.
  • Northwest Wealth Management first reported a position in AMES National in Q1 2019 and held it in 1 quarter.
  • Northwest Wealth Management's AMES National position peaked at $41K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held AMES National as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.